TORTX Mutual Fund
TORTX Mutual Fund
TORTX Mutual Fund
Tortoise Energy Infrastructure Total Return Fund Class A
TORTX Mutual Fund Overview
TORTX Mutual Fund (Tortoise Energy Infrastructure Total Return Fund Class A) is managed by TortoiseEcofin Funds with $389.3M in net assets. TORTX expense ratio is 1.17%, holding 26 positions across sectors including Energy, Utilities, Financials. Inception date: 2011-05-31.
TORTX performance shows a YTD return of 25.77%. The 1-year return is 26.95% and the 5-year return is 22.26%. TORTX dividend yield stands at 3.67%, paid quarterly.
TORTX top holdings include Targa Resources Corp Preferred (10.5%), Cheniere Energy Inc. (9.0%), Williams Cos. Inc. (8.7%), Energy Transfer (7.3%), Us Enterprise Products Partners Lp (7.1%). Go to all TORTX holdings, TORTX sectors, or TORTX dividends.
TORTX can be compared against other funds. Use TORTX overlap to find shared positions, or TORTX vs another fund for a side-by-side view. TORTX alternatives are available via the screener, along with tax-loss harvesting opportunities.